White Lighthouse Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
1,889
-140
| -7% | -$43.7K | 0.1% | 89 |
|
|
2025
Q1 | $1.06M | Sell |
2,029
-489
| -19% | -$256K | 0.19% | 68 |
|
|
2024
Q4 | $1.27M | Sell |
2,518
-112
| -4% | -$56.7K | 0.22% | 62 |
|
|
2024
Q3 | $1.54M | Hold |
2,630
| – | – | 0.28% | 56 |
|
|
2024
Q2 | $1.34M | Hold |
2,630
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $1.3M | Sell |
2,630
-10
| -0.4% | -$4.95K | 0.26% | 57 |
|
|
2023
Q4 | $1.39M | Sell |
2,640
-10
| -0.4% | -$5.27K | 0.3% | 52 |
|
|
2023
Q3 | $1.34M | Buy |
+2,650
| New | +$1.34M | 0.32% | 51 |
|
|
2022
Q3 | – | Sell |
-392
| Closed | -$201K | – | 110 |
|
|
2022
Q2 | $201K | Buy |
+392
| New | +$201K | 0.06% | 107 |
|
|
2020
Q4 | – | Sell |
-774
| Closed | -$241K | – | 118 |
|
|
2020
Q3 | $241K | Sell |
774
-55
| -7% | -$17.1K | 0.08% | 107 |
|
|
2020
Q2 | $245K | Hold |
829
| – | – | 0.09% | 106 |
|
|
2020
Q1 | $207K | Sell |
829
-25
| -3% | -$6.24K | 0.09% | 107 |
|
|
2019
Q4 | $251K | Sell |
854
-80
| -9% | -$23.5K | 0.09% | 119 |
|
|
2019
Q3 | $203K | Sell |
934
-95
| -9% | -$20.6K | 0.08% | 127 |
|
|
2019
Q2 | $251K | Sell |
1,029
-150
| -13% | -$36.6K | 0.1% | 114 |
|
|
2019
Q1 | $292K | Sell |
1,179
-127
| -10% | -$31.5K | 0.13% | 97 |
|
|
2018
Q4 | $325K | Buy |
1,306
+85
| +7% | +$21.2K | 0.18% | 90 |
|
|
2018
Q3 | $325K | Sell |
1,221
-100
| -8% | -$26.6K | 0.17% | 88 |
|
|
2018
Q2 | $324K | Hold |
1,321
| – | – | 0.18% | 89 |
|
|
2018
Q1 | $283K | Sell |
1,321
-15
| -1% | -$3.21K | 0.16% | 96 |
|
|
2017
Q4 | $295K | Buy |
+1,336
| New | +$295K | 0.17% | 95 |
|